ARS Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q2
$246K Sell
2025
Q1
$248K Sell
2024
Q4
$253K Buy
2024
Q3
$259K Buy
2022
Q4
Sell
2022
Q3
$219K Sell
2022
Q2
$250K Buy
2022
Q1
$255K Hold
2021
Q4
$272K Buy
2021
Q3
$254K Buy